Scharf Investments is a proud donor and long-time supporter of Pacific Autism Center for Education. We invite you to attend a free and informative webinar co-sponsored by PACE on tax-efficient planned giving strategies. The session is designed to help you make the most of your generosity through smart, tax-advantaged planning.
Thursday, July 24, 2025
12:00pm PST
Online – RSVP Here, all attendees will receive a Zoom link prior to the event
Brian Krawez, CFA®, owner, president, and lead portfolio manager of Scharf Investments, will talk about current trends in financial markets and strategies you can implement to support your favorite causes in a tax-advantageous way.
The session is designed to help you make the most of your generosity through smart, tax-advantaged planning. In this webinar, we will cover opportunities to:
• Maximize the impact of your giving through tax-efficient strategies, including specifics on new Scharf-managed ETFs and our Section 351 exchange option, and the ability to transfer appreciated securities in-kind into new Scharf ETFs without triggering immediate capital gains
• Integrate philanthropy into your overall financial planning
• Ensure your legacy supports what you care about most
Whether you’re considering a gift now or looking to deepen your impact in the future, this webinar is designed to offer clear, actionable insights to help you make giving work for you.